CIA

Choate Investment Advisors Portfolio holdings

AUM $4.83B
1-Year Est. Return 15.33%
This Quarter Est. Return
1 Year Est. Return
+15.33%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.71B
AUM Growth
+$94.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
322
New
Increased
Reduced
Closed

Top Buys

1
+$30.3M
2
+$18.9M
3
+$16.7M
4
IDLV icon
Invesco S&P International Developed Low Volatility ETF
IDLV
+$10.3M
5
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$7.56M

Top Sells

1
+$14.9M
2
+$6.65M
3
+$6.25M
4
EELV icon
Invesco S&P Emerging Markets Low Volatility ETF
EELV
+$4.89M
5
VSS icon
Vanguard FTSE All-World ex-US Small-Cap Index Fund
VSS
+$2.79M

Sector Composition

1 Healthcare 4.33%
2 Technology 4.3%
3 Financials 3.84%
4 Industrials 3.34%
5 Consumer Staples 2.68%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$1.01M 0.06%
+23,403
127
$980K 0.06%
11,624
-19
128
$979K 0.06%
10,052
-1,165
129
$951K 0.06%
11,023
+664
130
$951K 0.06%
11,722
-55
131
$929K 0.05%
29,969
-234
132
$907K 0.05%
15,247
-512
133
$907K 0.05%
17,135
-432
134
$883K 0.05%
7,575
-31
135
$879K 0.05%
+24,228
136
$872K 0.05%
56,716
-5,881
137
$847K 0.05%
21,225
-420
138
$834K 0.05%
14,938
+532
139
$829K 0.05%
13,314
+106
140
$824K 0.05%
5,125
-4,940
141
$816K 0.05%
9,921
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142
$815K 0.05%
9,247
-710
143
$783K 0.05%
8,493
-114
144
$769K 0.05%
15,532
-873
145
$768K 0.05%
6,511
-671
146
$756K 0.04%
13,530
+6,850
147
$739K 0.04%
15,341
+830
148
$711K 0.04%
19,155
-657
149
$696K 0.04%
15,727
-12,553
150
$663K 0.04%
16,980
-1,120
4 5
6
7 8